Location: Toronto, ON (On-site)
Language: Strong written and verbal communication skills in English are required
About the Opportunity
This opportunity sits within a growing private wealth management practice focused on delivering a high-touch, relationship-driven client experience. Supporting a Portfolio Manager and Investment Advisor, you will play a central role in how clients interact with the business, helping to create meaningful, personalized engagements that drive long-term trust and growth.
You will collaborate closely with a small, dedicated team in the financial services space, contributing to both day-to-day operations and client-facing initiatives. From coordinating events to engaging directly with clients, your work will have a visible impact on client satisfaction and the continued expansion of the practice.
What’s In It for You
- A collaborative, close-knit team environment that values professionalism and initiative
- Exposure to the private wealth and financial advisory industry
- Opportunities to build strong client relationship skills and expand your professional toolkit
- A workplace that values high-quality client experience and continuous improvement
Your Responsibilities
- You’ll engage directly with clients and prospective clients, scheduling meetings and promoting events
- You’ll coordinate and support seminars, workshops, and client events, ensuring a polished experience
- You’ll manage calendars, communications, and CRM updates to keep operations running smoothly
- You’ll oversee office administration, including expense tracking and basic bookkeeping
- You’ll greet clients and prepare meeting spaces to deliver a professional and welcoming environment
- You’ll support outreach initiatives, tracking follow-ups and maintaining strong client touchpoints
Skills and Qualifications
- 3+ years of experience in a client-facing administrative or coordination role
- Strong written and verbal communication skills, with confidence on the phone
- Demonstrated ability to stay organized, manage details, and prioritize tasks effectively
- Experience working with CRM systems, with strong Microsoft Office proficiency
- Familiarity with QuickBooks is strongly preferred
- Interest in financial services, with CSC or IFC considered an asset
Why Partner with Altis
If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.
#AltSpecialized
Pay: $55,000.00-$75,000.00 per year
Benefits:
- Dental care
- Extended health care
- On-site parking
Work Location: In person
